Hibbing Joint Venture Retiree Benefit Trust

Pittsburgh, PA
Tax-exempt since Nov. 1994
EIN: 34-1773469

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Type of Nonprofit

Designated as a 501(c)(9) Voluntary employees' beneficiary associations, which provide payment of life, sickness, accident or other benefits to members.

Donations to this organization are not tax deductible.

Revenue

$1.6M (2023)

Expenses

$2.41M (2023)

Total Assets

$59M (2023)

Total Liabilities

$0 (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Revenue

$1,603,101

Expenses

$2,414,666

Net Income

-$811,565

Net Assets

$59,003,452

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$1,673,633	> 100%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	-$70,532
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$59,003,452
Total Liabilities	$0
Net Assets	$59,003,452

Compensation

Key Employees and Officers	Compensation	Related	Other
The Bank Of New York Mellon (Trustee (See Schedule O))	$0	$0	$0

990

Filed on Sept. 13, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2022

Revenue

-$2,963,987

Expenses

$4,683,493

Net Income

-$7,647,480

Net Assets

$59,815,017

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$1,448,256
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	-$4,412,243
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$59,815,017
Total Liabilities	$0
Net Assets	$59,815,017

Compensation

Key Employees and Officers	Compensation	Related	Other
The Bank Of New York Mellon (Trustee (See Schedule O))	$0	$0	$0

990

Filed on Nov. 14, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2021

Revenue

$2,631,365

Expenses

$5,443,371

Net Income

-$2,812,006

Net Assets

$67,462,497

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$1,494,960	56.8%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$1,135,991	43.2%
Net Inventory Sales	$0
Other Revenue	$414	0.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$67,462,497
Total Liabilities	$0
Net Assets	$67,462,497

Compensation

Key Employees and Officers	Compensation	Related	Other
The Bank Of New York Mellon (Trustee (See Schedule O))	$0	$0	$0

990

Filed on Nov. 15, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2020

Revenue

$7,849,299

Expenses

$4,519,744

Net Income

$3,329,555

Net Assets

$70,274,503

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$1,607,148	20.5%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$6,210,341	79.1%
Net Inventory Sales	$0
Other Revenue	$31,810	0.4%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$5,977	0.1%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$70,274,503
Total Liabilities	$0
Net Assets	$70,274,503

Compensation

Key Employees and Officers	Compensation	Related	Other
The Bank Of New York Mellon (Trustee (See Schedule O))	$5,977	$0	$0

990

Filed on Nov. 12, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2019

Revenue

$8,150,126

Expenses

$6,092,813

Net Income

$2,057,313

Net Assets

$66,944,948

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$1,616,731	19.8%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$6,516,107	80.0%
Net Inventory Sales	$0
Other Revenue	$17,288	0.2%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$40,586	0.7%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$66,944,948
Total Liabilities	$0
Net Assets	$66,944,948

Compensation

Key Employees and Officers	Compensation	Related	Other
The Bank Of New York M (Trustee (See Schedule O))	$40,586	$0	$0

990

Filed on Nov. 13, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2018

Revenue

$2,641,626

Expenses

$6,694,224

Net Income

-$4,052,598

Net Assets

$64,887,635

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$1,823,863	69.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$798,613	30.2%
Net Inventory Sales	$0
Other Revenue	$19,150	0.7%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$28,440	0.4%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$64,887,635
Total Liabilities	$0
Net Assets	$64,887,635

Compensation

Key Employees and Officers	Compensation	Related	Other
The Bank Of New York Mellon (Trustee (See Schedule O))	$28,440	$0	$0

990

Filed on Nov. 14, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2017

Revenue

$5,594,726

Expenses

$8,794,075

Net Income

-$3,199,349

Net Assets

$68,940,233

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$1,727,630	30.9%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$3,786,619	67.7%
Net Inventory Sales	$0
Other Revenue	$80,477	1.4%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$19,018	0.2%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$69,072,009
Total Liabilities	$131,776
Net Assets	$68,940,233

Compensation

Key Employees and Officers	Compensation	Related	Other
The Bank Of New York Mellon (Trustee (See Schedule O))	$19,018	$0	$0

990

Filed on Nov. 13, 2018

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2016

Revenue

$2,406,228

Expenses

$4,343,746

Net Income

-$1,937,518

Net Assets

$72,139,582

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$1,806,889	75.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$586,578	24.4%
Net Inventory Sales	$0
Other Revenue	$12,761	0.5%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$82,037	1.9%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$72,284,087
Total Liabilities	$144,505
Net Assets	$72,139,582

Compensation

Key Employees and Officers	Compensation	Related	Other
The Bank Of New York Mellon (Trustee (See Schedule O))	$82,037	$0	$0

990

Filed on Nov. 10, 2017

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2015

Revenue

$5,391,574

Expenses

$5,006,674

Net Income

$384,900

Net Assets

$74,077,100

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$1,684,357	31.2%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$3,677,996	68.2%
Net Inventory Sales	$0
Other Revenue	$29,221	0.5%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$16,135	0.3%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$74,254,394
Total Liabilities	$177,294
Net Assets	$74,077,100

Compensation

Key Employees and Officers	Compensation	Related	Other
The Bank Of New York Mellon (Trustee (See Schedule O))	$16,135	$0	$0

990

Filed on Nov. 11, 2016

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Revenue

$4,773,667

Expenses

$4,765,312

Net Income

$8,355

Net Assets

$73,692,200

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$1,851,723	38.8%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$2,883,305	60.4%
Net Inventory Sales	$0
Other Revenue	$38,639	0.8%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$21,429	0.4%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$73,692,200
Total Liabilities	$0
Net Assets	$73,692,200

Compensation

Key Employees and Officers	Compensation	Related	Other
The Bank Of New York Mellon (Trustee (See Schedule O))	$21,429	$0	$0

990

Filed on Nov. 16, 2015

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2013

Revenue

$9,370,541

Expenses

$4,406,136

Net Income

$4,964,405

Net Assets

$73,683,845

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$191,406	2.0%
Investment Income	$1,635,399	17.5%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$7,501,906	80.1%
Net Inventory Sales	$0
Other Revenue	$41,830	0.4%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$14,100	0.3%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$73,683,845
Total Liabilities	$0
Net Assets	$73,683,845

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Revenue

$7,898,335

Expenses

$201,476

Net Income

$7,696,859

Net Assets

$68,726,167

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$4,500,000	57.0%
Program Services	$0
Investment Income	$1,641,938	20.8%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$1,756,397	22.2%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$201,476	100%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$68,726,167
Total Liabilities	$0
Net Assets	$68,726,167

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$7,082,546

Expenses

$137,012

Net Income

$6,945,534

Net Assets

$61,029,308

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$4,500,000	63.5%
Program Services	$0
Investment Income	$1,593,930	22.5%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$988,616	14.0%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$137,012	100%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$61,029,308
Total Liabilities	$0
Net Assets	$61,029,308

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

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About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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Updated December 20, 2024

Hibbing Joint Venture Retiree Benefit Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $1.6M (2023)

Expenses $2.41M (2023)

Total Assets $59M (2023)

Total Liabilities $0 (2023)

Tax Filings by Year

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending Dec. 2022

Extracted Financial Data

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Compensation

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990

Fiscal Year Ending Dec. 2021

Extracted Financial Data

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Compensation

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990

Fiscal Year Ending Dec. 2020

Extracted Financial Data

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Compensation

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990

Fiscal Year Ending Dec. 2019

Extracted Financial Data

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Compensation

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990

Fiscal Year Ending Dec. 2018

Extracted Financial Data

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990

Fiscal Year Ending Dec. 2017

Extracted Financial Data

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Compensation

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990

Fiscal Year Ending Dec. 2016

Extracted Financial Data

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Compensation

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990

Fiscal Year Ending Dec. 2015

Extracted Financial Data

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Compensation

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990

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990

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990

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2011

Revenue

$1.6M (2023)

Expenses

$2.41M (2023)

Total Assets

$59M (2023)

Total Liabilities

$0 (2023)

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

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2020

Fiscal Year Ending Dec.
2019

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2018

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2017

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2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

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Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
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